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Documentation Index

Fetch the complete documentation index at: https://docs.holace.io/llms.txt

Use this file to discover all available pages before exploring further.

Every case in the Litigation Avenue is governed by a stack of court-ordered deadlines — discovery cutoff, expert designation, motion deadlines, mediation, pretrial conference, trial. The Scheduling Order card on the Litigation tab is where those deadlines get captured, AI-extracted, attorney-confirmed, and tracked. [Screenshot: Scheduling Order card showing the loaded state with the deadline list grouped by category]

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Names stored verbatim from the court order

HoLaCe is jurisdiction-agnostic. Whatever the court order calls a deadline — Discovery Cutoff, Discovery Deadline, Close of Fact Discovery, Termination of Discovery — that’s exactly what HoLaCe stores and displays. Nothing is translated to system-specific terminology. A category (Pleadings · Discovery · Experts · Motions · Mediation · Pre-Trial · Trial · Other) is suggested by the AI per row, but it’s attorney-editable — you can change the category in the review modal or any time after.
HoLaCe will never silently rename a deadline. If the order says “Joint Final Pretrial Order Submission,” that’s the row name, period. The category is the only field the AI assigns automatically, and you can edit it.

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Uploading a scheduling order

1

Click Upload Scheduling Order on the empty card

A drag-and-drop modal opens. Drop the court order PDF in or click to browse.
2

Wait for the AI extraction

HoLaCe parses the PDF, extracts every deadline, and surfaces the AI Review modal with a row per deadline. Extraction is free — there’s no charge for processing the scheduling order.
3

Review every row before saving

You see the deadline name (verbatim from the order), the due date, and the suggested category. Edit any cell that’s wrong. Reject a row by deleting it. Nothing is saved to the case until you click Confirm.
4

Confirm

HoLaCe writes all the confirmed rows to the case as a single transaction. The Scheduling Order card flips to its loaded state, and the deadlines populate the timeline.
[Screenshot: AI Review modal with the editable table of extracted deadlines and the Confirm button at the bottom]

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The loaded state

After confirmation, the card shows:
  • Court info — court name, case number, jurisdiction, DCO entered date (also extracted)
  • Deadline timeline — visual progress bar from DCO date to trial date
  • Three grouped rows — Completed · Upcoming (next 90 days) · Trial Prep
  • Next deadline callout — the single most urgent date, surfaced loud at the top
Each row in the list shows the deadline name, due date, days remaining, category badge, and an inline pencil for edits. [Screenshot: Loaded Scheduling Order card with the next-deadline callout, grouped lists, and the inline edit affordance]

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Manual edits

Every deadline supports inline edits — click the pencil on any row to change the name, due date, category, or notes. The change saves on enter; no separate save step. To mark a deadline complete, click the checkbox at the row level. Completed deadlines move into the Completed group and stop counting toward the days remaining math.

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Adding a deadline by hand

Click + Add Deadline in the card header. The same fields as the AI review (name, due date, category, notes) but you fill them in directly. Manually-added rows are tagged MANUAL in the source field so you can later distinguish what came from a court order versus what the firm added itself.
The point of jurisdiction-agnostic, verbatim names is so a Texas paralegal and a New Mexico paralegal can both work in HoLaCe without renaming each other’s deadlines. If you need to clarify a cryptic court name, use the Notes field — never edit the name to something the court didn’t write.

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What if extraction misreads the order?

The AI is good but not perfect on weirdly-formatted scanned orders. The Review modal exists precisely so you can fix any row before it gets written. Common cleanups:
  • A misread date (OCR scrambled the year)
  • A row that’s actually two deadlines crammed into one
  • A category that doesn’t match how your firm tracks it
Edit, confirm, move on.
If the AI consistently misreads scheduling orders for a particular court, your firm admin can flag the patterns: see Admin → Firm Pricing Configuration for the support escalation path.

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What’s next

With deadlines locked in, head to Litigation Documents to generate the discovery, affidavits, expert designation, depo summaries, mediation packet, and trial binder.